Avantis International Large Cap Value ETF

Shareclass
Avantis International Large Cap Val ETF (AVIV)
Type
Exchange-traded fund
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
15.53%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
45
holdings flagged
16%
of assets flagged
This fund contains
 $113.65 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
9 holdings
0.69% of assets
$5.05 MILLION invested
banks
Banks and lenders
13 holdings
5.9% of assets
$43.22 MILLION invested
consumers
Major consumer brands
28 holdings
9.33% of assets
$68.32 MILLION invested
Commodity producers
Commodity producers
9 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
9 HOLDINGS
  • % of portfolio
    $ invested
  • 1. WH Group Ltd Shs Unitary 144A/Reg S
    Cattle producer
    0.15%0.15% of portfolio
    $1.09M$1.09M invested
    Cattle producer
  • 2. UPM-Kymmene Oyj
    Timber producerPaper/pulp producer
    0.13%0.13% of portfolio
    $958,905$958,905 invested
    Timber producerPaper/pulp producer
  • 3. Jardine Matheson Holdings Ltd
    Palm oil producer
    0.12%0.12% of portfolio
    $883,208$883,208 invested
    Palm oil producer
  • 4. Wilmar International Ltd
    Soy producerPalm oil producer
    0.1%0.1% of portfolio
    $720,385$720,385 invested
    Soy producerPalm oil producer
  • 5. Oji Holdings Corp
    Timber producerPaper/pulp producer
    0.09%0.09% of portfolio
    $673,609$673,609 invested
    Timber producerPaper/pulp producer
View next 4
Banks and lenders
Banks and lenders
13 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
13 HOLDINGS
  • % of portfolio
    $ invested
  • 1. HSBC Holdings PLC ADR
    1.74%1.74% of portfolio
    $12.7M$12.7M invested
  • 2. Banco Bilbao Vizcaya Argentaria SA ADR
    1.38%1.38% of portfolio
    $10.08M$10.08M invested
  • 3. Standard Chartered PLC
    0.54%0.54% of portfolio
    $3.96M$3.96M invested
  • 4. Sumitomo Mitsui Financial Group Inc ADR
    0.51%0.51% of portfolio
    $3.74M$3.74M invested
  • 5. DBS Group Holdings Ltd
    0.46%0.46% of portfolio
    $3.36M$3.36M invested
View next 5
Major consumer brands
Major consumer brands
28 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
28 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Shell PLC ADR (Representing - Ordinary Shares)
    Soy major consumer brandPalm oil major consumer brand
    1.82%1.82% of portfolio
    $13.29M$13.29M invested
    Soy major consumer brandPalm oil major consumer brand
  • 2. Reckitt Benckiser Group PLC
    Paper/pulp major consumer brandPalm oil major consumer brand
    1%1% of portfolio
    $7.32M$7.32M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. Compagnie de Saint-Gobain SA
    Timber major consumer brandPaper/pulp major consumer brand
    0.84%0.84% of portfolio
    $6.12M$6.12M invested
    Timber major consumer brandPaper/pulp major consumer brand
  • 4. Lvmh Moet Hennessy Louis Vuitton SE
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.76%0.76% of portfolio
    $5.57M$5.57M invested
    Cattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Basf SE
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.67%0.67% of portfolio
    $4.93M$4.93M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 May 2025





Financial performance
Performance data provided byMorningstarFind more financial data on AVIV at Morningstar.com
Current fund
AVIV
Avantis International Large Cap Value ETF
Family
Avantis Investors
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 3-yr returns 
2.44% more in annualized returns
Less invested in commodity producers 
0.51% less invested
More invested in banks and lenders 
0.03% more invested
More invested in major consumer brands 
2.17% more invested
Current fund
AVIV
Avantis International Large Cap Value ETF
Family
Avantis Investors
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 3-yr returns 
2.44% more in annualized returns
Less invested in commodity producers 
0.51% less invested
More invested in banks and lenders 
0.03% more invested
More invested in major consumer brands 
2.17% more invested
Current fund
AVIV
Avantis International Large Cap Value ETF
Family
Avantis Investors
Category
Foreign Large Value
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/25
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 3-yr returns 
2.44% more in annualized returns
Less invested in commodity producers 
0.51% less invested
More invested in banks and lenders 
0.03% more invested
More invested in major consumer brands 
2.17% more invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
AVIV - Avantis International Large Cap Value ETF
15%
12%
/
/
0.69% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
9.32%
10%
5.36%
1.19% 
Fund compared to benchmark
 
2.07%
2.44%
/
/
0.51%  lower
Find more financial data on AVIV at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer